We are live on ! Find out more
AEP icon

American Electric Power

1,142 hedge funds and large institutions have $29.5B invested in American Electric Power in 2020 Q1 according to their latest regulatory filings, with 108 funds opening new positions, 387 increasing their positions, 458 reducing their positions, and 152 closing their positions.

New
Increased
Maintained
Reduced
Closed

64% more call options, than puts

Call options by funds: $209M | Put options by funds: $127M

0.76% more ownership

Funds ownership: 74.13%74.89% (+0.76%)

5% less funds holding

Funds holding: 1,2001,142 (-58)

15% less capital invested

Capital invested by funds: $34.6B → $29.5B (-$5.05B)

16% less repeat investments, than reductions

Existing positions increased: 387 | Existing positions reduced: 458

20% less funds holding in top 10

Funds holding in top 10: 1512 (-3)

29% less first-time investments, than exits

New positions opened: 108 | Existing positions closed: 152

Holders
1,142
Holders Change
-58
Holders Change %
-4.83%
% of All Funds
25.17%
Holding in Top 10
12
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-20%
% of All Funds
0.26%
New
108
Increased
387
Reduced
458
Closed
152
Calls
$209M
Puts
$127M
Net Calls
+$81.7M
Net Calls Change
-$58.9M
Name Holding Trade Value Shares
Change
Change in
Stake
GWCM
1251
Godshalk Welsh Capital Management
Pennsylvania
-$203K -2,150 Closed
WAS
1252
Wealth Advisory Solutions
Indiana
-$202K -2,141 Closed
NIM
1253
NXG Investment Management
Texas
-$202K -2,137 Closed
CAG
1254
Csenge Advisory Group
Florida
-$201K -2,123 Closed
MLL
1255
Moody Lynn & Lieberson
Massachusetts
-$201K -2,123 Closed
JHCP
1256
Jackson Hole Capital Partners
Oklahoma
-$200K -2,120 Closed
ACM
1257
Allred Capital Management
Texas
-$183K -1,931 Closed
AA
1258
Advisory Alpha
Michigan
-$179K -1,896 Closed
FQ
1259
First Quadrant
California
-$161K -1,700 Closed
GLI
1260
Guardian Life Insurance
New York
-$137K -1,454 Closed
FIB
1261
First Interstate Bank
Montana
-$136K -1,436 Closed
BRC
1262
Bell Rock Capital
Delaware
-$77K -811 Closed
RA
1263
Rational Advisors
New York
-$73K -776 Closed
SIC
1264
Samalin Investment Counsel
New York
-$65K -693 Closed
RMAM
1265
Raab & Moskowitz Asset Management
New Jersey
-$65K -692 Closed
ONST
1266
Old North State Trust
North Carolina
-$64K -678 Closed
PA
1267
PSI Advisors
Florida
-$63K -668 Closed
IUHSA
1268
Itau Unibanco Holding S.A.
Brazil
-$60K -636 Closed
HWM
1269
Howard Wealth Management
Connecticut
-$56K -600 Closed
SIS
1270
Sound Income Strategies
Florida
-$51K -540 Closed
RIA
1271
Realta Investment Advisors
Delaware
-$47K -501 Closed
CCM
1272
Cribstone Capital Management
Maine
-$45K -480 Closed
AP
1273
Arlington Partners
Alabama
-$38K -400 Closed
CLOS
1274
Compagnie Lombard Odier SCmA
Switzerland
-$36.5K -386 Closed
CYG
1275
Clean Yield Group
Vermont
-$17K -175 Closed

AEP Hedge Fund Activity: Q1 2020 in Review

1,142 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in American Electric Power (AEP) for Q1 2020, worth a combined $29.5B — down 15% from $34.6B a quarter earlier.

Sellers outnumbered buyers: 152 funds closed out of AEP and 108 opened new positions — a net loss of 44 holders — while 458 trimmed existing stakes and 387 added.

The largest buyer was Capital World Investors, opening a new position worth an estimated $532M. The largest seller was Capital Research Global Investors, cutting an estimated $598M.

  • 1,142 institutional investors held American Electric Power (AEP) as of Q1 2020, down from 1,200 in Q4 2019.
  • Funds reported $29.5B of American Electric Power stock for Q1 2020, down 15% quarter-over-quarter.
  • 108 funds opened new American Electric Power positions in Q1 2020 and 152 closed out, a net change of -44 holders.
  • The largest American Electric Power buyer in Q1 2020 was Capital World Investors, an estimated $532M added.
  • The largest American Electric Power seller in Q1 2020 was Capital Research Global Investors, an estimated $598M sold.

Based on aggregated 13F filings for Q1 2020.